Note: Only Admins are authorized to export data, if you are a recruiter, please contact your admin.

Exporting data is very straight forward in Recruit CRM. The method of exporting data for following records is the same

  1. Candidates
  2. Contacts
  3. Jobs
  4. Companies

Let's start with exporting selected candidates/contacts from the list page or a Hotlist.

  • Go to Candidates or Contacts
  • Select a bunch of candidates/contacts that you want to export
  • Click on "Export to CSV" button
  • Choose fields that you want to have in the exported sheet
  • Hit "Export to CSV" button to download the file

The GIF below explains how you can export selected candidates/contacts to CSV/Excel. 

Steps to be followed while exporting data from Reports:

  • Go to Reports section
  • Choose a report you want to export
  • Select parameters to generate the report
  • Once the report is ready, click on "Export Report to CSV" button

The GIF below explains how you can export a report to CSV/Excel. 

That's all! 

If you have any questions, please feel free to contact us via the messenger icon from your bottom right. The blue one :)

Did this answer your question?